Change of Situs of Testamentary Trust

Change of situs of a testamentary trust was denied under 20 Pa.C.S. § 7708(c) when all qualified beneficiaries and one trustee consented to the change but one trustee did not consent, but change approved under § 7708(g) when the court found that the changes was “necessary or desirable for the property administration of the trust” because real property owned by the trust was in the other county, the situs of related trusts was in the other county, issues needed to be resolved relating to the administration of all of the trusts, and only the corporate trustee objected to the change.  Warriner Trust, 4 Fid.Rep.3d 317 (O.C. Montg. Co. )

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